Pure Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Pure Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.08M	Sell	71,742 -2,905	-4%	-$81.3K	0.03%	181
2026 Q1	$1.87M	Sell	74,647 -1,367	-2%	-$35.9K	0.03%	170
2025 Q4	$1.99M	Buy	76,014 +273	+0.4%	+$7.11K	0.03%	163
2025 Q3	$1.95M	Sell	75,741 -331	-0.4%	-$8.19K	0.03%	158
2025 Q2	$1.81M	Buy	76,072 +570	+0.8%	+$12.6K	0.03%	161
2025 Q1	$1.63M	Buy	75,502 +325	+0.4%	+$7.39K	0.03%	137
2024 Q4	$1.71M	Sell	75,177 -2,649	-3%	-$60.5K	0.04%	129
2024 Q3	$1.73M	Sell	77,826 -14,106	-15%	-$301K	0.04%	122
2024 Q2	$1.93M	Sell	91,932 -138	-0.1%	-$2.8K	0.05%	111
2024 Q1	$1.87M	Sell	92,070 -633	-0.7%	-$12.2K	0.06%	114
2023 Q4	$1.72M	Buy	92,703 +21,804	+31%	+$377K	0.06%	116
2023 Q3	$1.18M	Buy	70,899 +1,242	+2%	+$21.5K	0.05%	118
2023 Q2	$1.2M	Sell	69,657 -765	-1%	-$12.5K	0.05%	117
2023 Q1	$1.12M	Buy	70,422 +15	+0%	+$235	0.05%	117
2022 Q4	$1.05M	Buy	70,407 +60	+0.1%	+$902	0.05%	116
2022 Q3	$985K	Buy	70,347 +27,369	+64%	+$426K	0.06%	113
2022 Q2	$633K	Sell	42,978 -168	-0.4%	-$2.7K	0.04%	134
2022 Q1	$768K	Sell	43,146 -1,860	-4%	-$32.6K	0.04%	124
2021 Q4	$848K	Sell	45,006 -348	-0.8%	-$6.4K	0.04%	105
2021 Q3	$785K	Sell	45,354 -4,008	-8%	-$71.3K	0.06%	109
2021 Q2	$858K	Sell	49,362 -510	-1%	-$8.63K	0.07%	101
2021 Q1	$804K	Sell	49,872 -6,444	-11%	-$102K	0.08%	95
2020 Q4	$854K	Sell	56,316 -12,048	-18%	-$172K	0.1%	90
2020 Q3	$907K	Sell	68,364 -15,696	-19%	-$206K	0.13%	78
2020 Q2	$1.03M	Sell	84,060 -1,098	-1%	-$12.7K	0.16%	68
2020 Q1	$858K	Sell	85,158 -30,870	-27%	-$374K	0.14%	70
2019 Q4	$1.49M	Buy	116,028 +402	+0.3%	+$4.93K	0.25%	54
2019 Q3	$1.37M	Sell	115,626 -1,338	-1%	-$15.8K	0.25%	56
2019 Q2	$1.38M	Sell	116,964 -3,342	-3%	-$38.6K	0.25%	56
2019 Q1	$1.36M	Buy	120,306 +15,852	+15%	+$173K	0.26%	53
2018 Q4	$1.04M	Buy	104,454 +17,832	+21%	+$193K	0.21%	58
2018 Q3	$1.02M	Buy	+86,622	New	+$998K	0.22%	59
2017 Q4	–	Sell	-73,950	Closed	-$751K	–	76
2017 Q3	$751K	Buy	73,950 +10,164	+16%	+$101K	0.19%	52
2017 Q2	$622K	Buy	63,786 +10,182	+19%	+$98.3K	0.17%	60
2017 Q1	$510K	Buy	+53,604	New	+$503K	0.15%	62

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Pure Financial Advisors's SCHB Position: Q2 2026 in Review

Pure Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 3.9% in Q2 2026, selling an estimated $81.3K and leaving 71,742 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #181.

Pure Financial Advisors first reported a position in SCHB in Q1 2017 and has held it in 35 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Pure Financial Advisors held 71,742 shares of Schwab US Broad Market ETF worth $2.08M as of Q2 2026.
Pure Financial Advisors sold 2,905 Schwab US Broad Market ETF shares in Q2 2026, an estimated $81.3K.
Schwab US Broad Market ETF made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #181 holding.
Pure Financial Advisors first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 35 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.